GrantExec

Roger K Berle Charitable Trust C/o Ropes Wealth Advisors

EIN: 46691795
Does Not Accept Unsolicited Applications
Total Assets
$665K
Key Financial Metrics (2024)

Total Giving

$83K

Number of Grants

33

Median Grant

$1K

Grant Range

$500 - $10K

Historical Giving Trends
YearAssetsTotal Giving# GrantsMedian Grant
2024$665K$83K33$1K
2023$735K$70K37$1K
2022$781K$120K35$2K
2021$789K$69K35$1K
2020$799K$74K29$1K
Recent Grant Recipients

LOCAL MEDIA ASSOCIATION FOUNDATION

CHARITABLE

PO BOX 450 - LAKE CITY - MI 49651 β€’ 2023

$10K

BOWDOIN COLLEGE

CHARITABLE

255 MAIN STREET - BRUNSWICK - ME 04101 β€’ 2023

$8K

PORTLAND MEDIA CENTER

CHARITABLE

516 CONGRESS ST - PORTLAND - ME 04101 β€’ 2023

$8K

UNIVERSITY OF SOUTHERN MAINE

CHARITABLE

96 FALMOUTH ST - PORTLAND - ME 04103 β€’ 2023

$6K

BOYS AND GIRLS CLUB OF SOUTHERN MAINE

CHARITABLE

277 CUMBERLAND AVENUE - PORTLAND - ME 04112 β€’ 2023

$5K

CLIFF ISLAND CORP FOR ACE

CHARITABLE

PO BOX 31 - CLIFF ISLAND - ME 04019 β€’ 2023

$5K

MAINE PUBLIC BROADCASTING

CHARITABLE

63 TEXAS AVENUE - BANGOR - ME 04401 β€’ 2023

$5K

PORTLAND PARKS CONSERVANCY

CHARITABLE

PO BOX 15064 - PORTLAND - ME 04112 β€’ 2023

$5K

PORTLAND SYMPHONY ORCHESTRA

CHARITABLE

PO BOX 3573 - PORTLAND - ME 04104 β€’ 2023

$5K

THE ISLAND INSTITUTE

CHARITABLE

PO BOX 648 386 MAIN STREET - ROCKLAND - ME 04841 β€’ 2023

$3K

Quick Facts

Return Type

990PF

Most Recent Filing

2024

Annual Expenses

$95K

Giving Rate

12.4% of assets

Application Policy

Accepts Applications

No - Invite Only